Compare AU
Compare HEUR vs. WDIV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Europe ETF-Currency Hedged (HEUR) and the SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HEUR | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 37 |
Median incremental investment | $1,226.66 | $658.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,257.29 | $2,503.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
HEUR | WDIV | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | Altria Group Inc (2.72 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.21 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.56 % | 0.35 % |
Key Summary
HEUR | WDIV | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.35 % |
Price | $14.51 | $20.46 |
Size | $53.415 million | $278.795 million |
10Y return | N/A | 18.95 % |
Annual distribution yield (5Y) | 5.82 % | 4.85 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 37 |
Median incremental investment | $1,226.66 | $658.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,257.29 | $2,503.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HEUR | WDIV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HEUR | WDIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |